Team

John P. Wilkins,CFAShareholder, Chairman

John is a graduate of Colgate University (magna cum laude) and the University of Chicago Law School. He began his investment career in New York City as a research analyst for H.C. Wainwright & Co. and later became an investment officer for Citibank. Returning to his native Boston, John joined Standish, Ayer & Wood, Inc., as a Partner and Managing Director.

John has served as Board Chairman and President of the Investment Adviser Association, a national organization that represents the interests of SEC registered investment firms. He has also served as a Trustee and Board Chairman of YMCA Camp Belknap, and as Honorary Trustee of the New England Baptist Hospital, having previously been Board Chairman. He is a former Director of Care Group, Inc., a holding company for Beth Israel Deaconess, Mt. Auburn and New England Baptist hospitals. John is also on the investment committee of the Carleton-Willard Village, Inc. retirement community. In his home community, John is the Endowment Chair of the Eliot Church and was a founding trustee of the Wellesley Free Library Centennial Fund.

John holds the designation as a Chartered Financial Analyst (CFA). He is a member of the Boston Economic Club.

Michael F. Charland,CFAShareholder, President

Mike graduated from Bates College where he majored in economics and mathematics. He earned an MBA degree (cum laude) from Babson College. At Wilkins Investment Counsel, Inc. Mike focuses on portfolio management, equity research, and oversees the operation of the firm. Prior to joining Wilkins he worked in fixed income trading and management at Eaton Vance in Boston.

Michael is very involved with his undergraduate alma mater, having served as Chairman of the Boston Bates Business Network. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston and the Boston Economic Club.

Shane M. Garman,CFAShareholder, Vice President

Shane is a graduate of Indiana University where he majored in kinesiology. He earned an MBA degree (summa cum laude) from Babson College and managed a portion of the school’s endowment as a member of the Babson College Fund. As a Portfolio Manager & Director of Research at Wilkins, Shane manages client accounts/relationships and leads the equity/fixed income analyst team responsible for investment research. He is also the firm’s Treasurer.

His previous experience includes working in product marketing at XOS Technology, Inc., holding assistant coaching positions with several NCAA basketball programs, and assisting the coaching staff of the NBA’s Cleveland Cavaliers. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.

Areeb Khan,CFAInvestment Analyst

Areeb is a graduate of Boston University where he majored in economics. He earned a Masters in Finance from Boston College. Areeb specializes in equity research at Wilkins. His previous experience includes public equities research at Liberty Mutual as well as analyst work at The De Burlo Group. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.

David P. GatelyChief Compliance Officer & Director of Operations

Dave is a graduate of Saint Anselm College where he majored in history. His previous experience includes serving as operations manager at Contravisory Investment Management and as an investment associate at Congress Asset Management.

Sarah ValerioDirector of Client Services

Sarah is a graduate of University of Mary Washington where she majored in business administration. Her previous experience includes serving as head trader for Anchor Capital Advisors and operations positions at The Colony Group and State Street.

Beth FleitmanSenior Portfolio Administrator

Beth is a graduate of Anna Maria College where she majored in business administration. She earned a Masters in Finance from Brandeis University. Her previous experience includes working for several financial service firms in the Boston area including Prio Wealth Management (formerly Seaward Management) for 8 1/2 years and Columbia Management Investment Advisors (formerly Fleet Investment Advisors) for 7 1/2 years.

Amy McLeodPortfolio Administrator

Amy is a graduate of Katharine Gibbs School where she received a Secretarial Arts Associate Degree. Her previous experience includes Fleet Bank; Hellman, Jordan Management; Ameriprise Financial Services; and Integrated Financial Partners.

Colleen GeretyOffice Manager

Colleen is a graduate of Assumption College where she majored in Marketing and minored in Finance. Her previous experience includes working as an Investor Relations Associate for AEW Capital Management.